REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Reasons for a constructive outlook for European REITs.
Listed REITs can offer lower volatility and better earnings visibility versus broader equities.
A research visit provides valuable insight into LA's real estate markets.
Key considerations for property equities investors amid the current market turmoil.
Residential REITs can offer attractive growth opportunities across a range of ‘living’ sub-sectors.
An update on the listed real estate sector amid market uncertainty.
The shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.
The current attractive relative valuation opportunity and merits of residential REITs.
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.